Without knowing margins of international vs domestic China sales there is no way of accurately gauging whether this announcement was good or bad.
Domestic has cliff dived most likely never to return, what impact will this have? Without margin breakdown (which we don't want for future sales purposes) there is no way of calling this overly bullish.
My logic says this is quite positive now we have the new leasing deal and cash from JV payout, if sales keep going well internationally we should be in a solid position but still really need a leasing deal with some meat in it to get some real momentum.
VMT Price at posting:
6.2¢ Sentiment: Buy Disclosure: Held
